+101.5%
DAL vs KKR
+80.0%
+21.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.7% | +2.8% |
| 7D | +0.1% | -0.9% | +1.0% | +0.5% |
| 30D | -13.9% | +2.2% | -16.1% | -15.2% |
| 3M | +1.1% | +13.1% | -12.0% | -5.8% |
| 6M | +26.2% | +15.3% | +11.0% | +15.7% |
| YTD | +16.4% | -15.0% | +31.4% | +24.7% |
| 1Y | +33.9% | -21.0% | +54.8% | +48.2% |
| All | +101.5% | +80.0% | +21.5% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded KKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling